Certus Wealth Management, LLC TLT Holdings History
Certus Wealth Management, LLC's iShares 20+ Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held - shares of iShares 20+ Year Treasury Bond ETF(TLT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Certus Wealth Management, LLC now holds 0% of the outstanding iShares 20+ Year Treasury Bond ETF(TLT) stock.
The initial trade took place in 2023Q3. And since then Certus Wealth Management, LLC has made 4 purchases of TLT, at an average price of $95.49, for a total of 18,420.00 shares. In addition, there have been 3 sales at an average price of $89.67 for 18,420.00 shares. Based on historical transaction data and TLT's current price of $85.79, Certus Wealth Management, LLC's estimated gain on his TLT holdings is $-107,051.05, reflecting a -6.09% gain to date.
Certus Wealth Management, LLC TLT ($85.79) Holding Chart
Certus Wealth Management, LLC TLT ($85.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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